Catch up on latest Surgery Connect releases and new features.

Phonebar V7.2.2 Release

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Shared by Product • November 28, 2024

We are pleased to announce that we have now begun the rollout of Phonebar V7.2.2, which introduces the Voicemail tab to the recently released Communications Window. All Users will have access to this upgrade by Friday 6th December.

Our What's New in the Phonebar? Academy Course is available to take you through the included features and enhancements.

For more information, see our full Release Notes here

Improvement

User Status and Wallboard Display Enhancements

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Shared by Product • November 28, 2024

We are constantly aiming for greater consistency between our Consoles, especially when it comes to User Statuses and the way they are displayed for your Staff.

As a result of this, we have now completed the rollout of Enhancements to User Status and Wallboard Display.

For more details on these changes, please see our User Status and Wallboard Feature Help Guides.

Product update

Phonebar V7.1.2 Release

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Shared by Product • October 21, 2024

We are delighted to announce that V7.1.2 of the Phonebar has been released, and Users will be able to update from this week onwards.

Our What's New in V7.1.2? Academy Course is now also available, which takes you through the included features and how to utilise them.

For more information, see our full Release Notes here

New feature

Write call activity to the Patient record - Coming Monday 12th August 2024

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Shared by Product • August 07, 2024

Following feedback from several customers, that it would be useful to add the text entry for calls without having to file the recording, we have added a new area to the Advanced section of the Service Delivery Console - Service Settings.

Supervisors can now set the following activities:

  • Automatically write inbound call activity to a known patient record
  • Automatically write outbound call activity to a known patient record
  • Automatically write photo request activity to a known patient record
  • Automatically write photo received activity to a known patient record

We already automatically file SMS.

This feature will be of assistance to our SystmOne customers while resolve the current issue regarding not filing call recordings to the patient record.

See our Guide for full details on the SNOMED Code applied and the text details included in the patient record here.

Please note the Service Level settings are visible in the Service Delivery Console but only apply to Phonebar V7 and above

Feature update

NHS 8 Metrics Report enhancement

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Shared by Product • August 06, 2024

To make the reporting data more useful we have added a selector for surgeries to select the hours the Report Portal Landing Page report covers.

This will be hugely useful for looking at call data in and out of hours.

These times are the start and end times for each day not the start and end times of the overall report.

For more information please see our Guide.

Billing Portal

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Shared by Product • July 08, 2024

Further to our earlier announcement that your invoices were moving to a new Billing Portal, this is gentle reminder to get logged in.

We are delighted to inform you that your May and June rental charges invoices are available to download and your July invoice is available to view.

Invoices are available for a 6 month period so please update your Business Processes to ensure you login and download your invoices on a regular basis.

For more information on the Billing Portal and how to login, see our Guide.

Improvement

SSO Landing Page

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Shared by Product • June 28, 2024

We have made improvements to our SSO Landing Page.

We have refined the look by updating the tiles with icons instead of initials and describing each of the portals in place of the web address.

Part of this uplift also improves security. There is a "Remember me" button to keep you logged in for longer.

In addition, should you login from another IP address, for example whilst working abroad, or if you login using an compromised password, you will be required to verify your credentials by following the steps on screen.

Here is our updated guide on Password Management, for your information.

You will also see a new tile labelled Download Phonebar. Here you can access the latest Phonebar, if you have not installed it already. If you already have the Phonebar installed you can click on About from the User Menu and Check For Updates.

Check and Cancel for EMIS is live!

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Shared by Product • June 19, 2024

We are delighted to announce that Check and Cancel for EMIS is now live!

See our Check and Cancel guides here.

Before you begin make sure you have created your API user in EMIS and validated it in the Service Delivery Console. Read our implementation guide for help

Why not view our tutorial on how to add Check and Cancel to your call flow here?

New feature

CLI selection from the Phonebar

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Shared by Product • May 29, 2024

Surgeries can manage which numbers are used by all users across the service. They can now set the CLIs users can select from the Phonebar on an individual basis.

Via the Phonebar User Menu, users can click on CLI to choose an alternative CLI from the list of numbers they have been allocated.

See our Guide on CLI Settings for Phonebar users.

New

NHS 8 Metric Reporting data

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Shared by Product • April 04, 2024

NEW

The new Report Portal landing page goes live today and features the NHS 8 Metrics. We have also added a new Summary page to the monthly Management Report.

Please see the NHS 8 Metrics Report and updated Management Report guides for more information.

Thank you